logo
episode-header-image
Nov 2025
39m 15s

Bubble talk – Part 2

Reuters
About this episode
What if the AI investment boom goes wrong? Host Carmel Crimmins and Reuters editor-at-large Mike Dolan reconvene to look at the real-world impact of the dash for artificial intelligence and the role national security is playing in the multi-billion dollar spending spree. Sign up for the Reuters Econ World newsletter. Sign up for Mike Dolan's Morning Bid ... Show More
Up next
Jul 15
The price of war
Russia is paying an increasingly high price for President Vladimir Putin’s war in Ukraine. Growth is spluttering and inflation is rising once again as Ukrainian attacks push up fuel prices. Host Carmel Crimmins talks to Andrew Osborn, Reuters chief correspondent for Russia, about ... Show More
40m 20s
Jul 8
The yen
Japan’s currency is on a historic slide. Host Carmel Crimmins talks to Rocky Swift, chief correspondent for markets in Japan, about what Tokyo is doing to shore up the currency and the implications for the rest of the world. Sign up for the ⁠⁠⁠⁠⁠Reuters Econ World ⁠⁠⁠newsletter⁠⁠ ... Show More
37 m
Jul 1
Rerouting the Gulf
Gulf nations are scrambling to bypass the Strait of Hormuz. Host Carmel Crimmins talks to Timour Azhari, chief correspondent in Saudi Arabia, about the mania for pipelines and the geopolitical hurdles to diversification. Sign up for the ⁠⁠⁠⁠Reuters Econ World ⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠ ... Show More
37m 40s
Recommended Episodes
Oct 2025
What financial history tells us about the AI boom
The investment pouring into artificial intelligence evokes comparisons with previous speculative bubbles. In this episode of The Big View, Peter Thal Larsen talks to Edward Chancellor, the author and financial historian, about which warning signs investors should look out for. Vi ... Show More
36m 21s
Aug 2023
AI Picks and Shovels
Phil Siegel, Founder of AI nonprofit CAPTRS discusses the growing implementation of artificial intelligence. Bloomberg Businessweek Editor Joel Weber and Bloomberg Global Economy Reporter Enda Curran talk about the latest Businessweek story on architect Sahm Rule. Biz Carson, Blo ... Show More
39m 18s
Oct 2025
Is the AI Boom… a Bubble?
Tech giants are spending hundreds of billions of dollars on an AI building boom, constructing massive data centers like a sprawling new complex in Texas. Is this a necessary investment for the future, or are we witnessing the next tech bubble? WSJ’s Berber Jin and Eliot Brown fol ... Show More
21m 35s
Oct 2025
The AI bubble
And what happens when it pops. This episode was produced by Avishay Artsy and Kelli Wessinger, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Adriene Lilly and Patrick Boyd, and hosted by Noel King. Enormous valuations across the AI industry are raising que ... Show More
25m 47s
Sep 2025
Trump Advances Plans for TikTok US Deal
Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may d ... Show More
43m 57s
Feb 2025
AI's Sputnik moment
Chinese startup DeepSeek has upended assumptions about what it will take to fund and fuel the next generation of artificial intelligence. Tech correspondents Jeffrey Dastin and Anna Tong discuss the fallout for Silicon Valley, investors and global politics.   Sign up for the Reu ... Show More
15m 35s
Feb 2021
"Is Everything a Bubble?" Wrap-Up - Highlights and Takeaways for Today's Markets
Tune in for this special edition of the Daily Briefing to hear from editor Max Wiethe, managing editor Ed Harrison, and Real Vision CEO and co-founder Raoul Pal . Together, they discuss their thoughts on the interviews from Real Vision’s campaign, “Is Everything a Bubble?” and ex ... Show More
54m 41s
Oct 2025
AI peak is peak AI
Is AI making everybody richer? Or just more entangled in each others’ business? Today on the show, Rob Armstrong and Lex editor John Foley try to untangle the growing web of companies investing in each other. Also they go long steak and long cocoa. For a free 30-day trial to the ... Show More
21m 9s